Client 01 · TotumAI · 0.25
What it is
TotumAI. A persona-routed conversational AI for women clients of financial advisors. Five voices (Bass, Trumpet, Piano, Drums, Saxophone) adapt structure and tone per user. Compliance posture: educational, not advisory.
Where it is
Invite-only alpha; 20–30 testers. 76 of 300 surveyed at 4–5/5 intent. 4 of 5 user-research participants chose $19/mo personalized over a free generic equivalent. Public beta target: 400+ users, June 2026.
Where Mesh slots in (V2)
"An advisor inside an actual bank account." The user opens checking or savings inside a partner-bank environment. Her onboarding-determined persona selects the advisor voice attached to the account. Savings goals trigger nudges from the matched advisor. Mesh wires the account data, movement, controls, and integration layer; TotumAI is the AI experience on top.
Client 02 · Care-coordination platform · 0.75
What it is
Enterprise care-coordination for affluent aging families. Advisor workstation, 72+ care journeys, 60+ system playbooks, family/household relationship graph, AI editorial brain, multi-tenant deployment platform. 4 patents awarded; 1 pending. Client name surfaceable under NDA.
Where it is
Live with a tier-1 RIA: 162 advisors synced via live Salesforce integration; 4 in full workflow today; tens of billions in AUM behind launch. Multi-tenant arch is built — second tier-1 RIA is already queued behind it.
Where Mesh slots in (V2)
"A central healthcare-spending account that pays every vendor in the system." Family opens a dedicated account inside a partner-bank environment. Recommended vendors — long-term care, geriatric care managers, home-care services, the platform itself — get paid directly via Mesh's payment rails. Replaces the manual LPOA-at-Schwab workaround; productizes into a "healthcare-spending account" SaaS module Mesh sells across every RIA distributing the platform.